maintenance plan first draft without rights test

prepared_steps/19_create_maintenance_plan/command.txt

@@ -0,0 +1 @@
+python fill_fields_and_insert.py --context qa2 --csv MaintenancePlan.csv

prepared_steps/19_create_maintenance_plan/export.json

@@ -0,0 +1,16 @@
+{
+    "allOrNone": true,
+    "objects": [
+        {
+            "query": "SELECT Id FROM ServiceContract WHERE IsTemplate__c = true",
+            "operation": "Readonly",
+            "externalId": "Id",
+            "master": false
+        },{
+            "query": "SELECT Id, TemplateId__c FROM ServiceContract",
+            "operation": "Update",
+            "externalId": "Id",
+            "useSourceCSVFile": true
+        }
+    ]
+}

prepared_steps/19_create_maintenance_plan/fill_fields_and_insert.py

@@ -0,0 +1,62 @@
+import pandas as pd
+import argparse
+from sys import path
+path.append('../..')
+from utils import bulk_insert_records
+
+if __name__ == '__main__':
+
+    parser = argparse.ArgumentParser(description='Insert MaintenancePlan records via Bulk API')
+    parser.add_argument('--context', type=str, required=True,
+                       help='Salesforce org context (e.g., "qa2", "prod")')
+    parser.add_argument('--csv', type=str, default='MaintenancePlan.csv',
+                       help='CSV file to process (default: MaintenancePlan.csv)')
+    args = parser.parse_args()
+
+    #read_df_sc = pd.read_csv('../16_insert_servicecontract/successful_records.csv', header=0, keep_default_na=False, dtype=str)
+    read_df_mp = pd.read_csv('./MaintenancePlan_beforetransform.csv', header=0, keep_default_na=False, dtype=str)
+
+    #"sf__Id","sf__Created",PKey__c,BillingCountryCode,Term,EndDate,StartDate,AccountId,Service_Recipient__c,IoT_Registration_Status__c,Name,Pricebook2Id,TemplateId__c
+    #reindex_columns_sc = ['sf__Id','sf__Created','PKey__c', 'BillingCountryCode', 'Term', 'EndDate', 'StartDate', 'AccountId', 'Service_Recipient__c', 'IoT_Registration_Status__c', 'Name', 'Pricebook2Id', 'TemplateId__c']
+    #ServiceContract.PKey__c,StartDate,EndDate,AccountId,MaintenanceWindowEndDays,MaintenanceWindowStartDays,GenerationTimeframe,Frequency,GenerationTimeframeType,WorkTypeId
+    reindex_columns_mp = ['ServiceContract.PKey__c', 'StartDate', 'EndDate', 'AccountId', 'MaintenanceWindowEndDays', 'MaintenanceWindowStartDays', 'GenerationTimeframe', 'Frequency', 'GenerationTimeframeType', 'WorkTypeId']
+
+
+    # Reindex the columns to match the desired format
+    #df_sc = read_df_sc.reindex(reindex_columns_sc, axis=1)
+    df_mp = read_df_mp.reindex(reindex_columns_mp, axis=1)
+
+
+    # Only load 'sf__Id' and 'PKey__c' from the ServiceContract CSV
+    df_sc = pd.read_csv('../16_insert_servicecontract/successful_records.csv', usecols=['sf__Id', 'PKey__c'])
+
+    print(df_sc)
+    print(df_mp)
+    #
+    # Merge df_mp with df_sc including Id based on PKey__c
+    merged_df_mp = pd.merge(df_mp, 
+                            df_sc[['sf__Id', 'PKey__c']], 
+                            left_on='ServiceContract.PKey__c',
+                            right_on='PKey__c',
+                            how='left')
+
+    print(merged_df_mp)
+
+    # Rename only 'old_name' to 'new_name'
+    merged_df_mp = merged_df_mp.rename(columns={'sf__Id': 'ServiceContractId'})
+
+    merged_df_mp = merged_df_mp.drop('ServiceContract.PKey__c', axis=1)
+    merged_df_mp = merged_df_mp.drop('PKey__c', axis=1)
+
+    #transform values into int
+    merged_df_mp['MaintenanceWindowEndDays'] = pd.to_numeric(merged_df_mp['MaintenanceWindowEndDays'], errors='coerce').fillna(0).astype(int)
+    merged_df_mp['MaintenanceWindowStartDays'] = pd.to_numeric(merged_df_mp['MaintenanceWindowStartDays'], errors='coerce').fillna(0).astype(int)
+    merged_df_mp['GenerationTimeframe'] = pd.to_numeric(merged_df_mp['GenerationTimeframe'], errors='coerce').fillna(0).astype(int)
+    merged_df_mp['Frequency'] = pd.to_numeric(merged_df_mp['Frequency'], errors='coerce').fillna(0).astype(int)
+
+    #safe csv
+    merged_df_mp.to_csv('./MaintenancePlan.csv', index=False)
+
+
+    bulk_insert_records(args.context, 'MaintenancePlan', args.csv)
+

prepared_steps/2_transform_via_script/TransformScript.py

@@ -606,10 +606,11 @@ df_servicecontract['Term'] = df_servicecontract['Term'].fillna(0).astype(int)
 ##--------------------------------------------------------------------------##
 ## MaintenancePlan, MaintenanceAsset
 ##--------------------------------------------------------------------------##
+print(df_maintenanceplan.columns)
 
-df_maintenanceplan.columns = ['ServiceContract.PKey__c', 'StartDate', 'AccountId', 'MaintenancePriceInclusionOfVAT__c',
+df_maintenanceplan.columns = ['ServiceContract.PKey__c', 'StartDate', 'EndDate', 'AccountId', 'MaintenancePriceInclusionOfVAT__c',
                               'MaintenanceWindowEndDays', 'MaintenanceWindowStartDays', 'GenerationTimeframe',
-                              'MaintenanceCreationShiftFactor__c', 'MaintenanceDuration__c', 'Frequency', 'MaintenancePriceRequired__c',
+                              'MaintenanceCreationShiftFactor__c', 'MaintenanceDuration__c', 'MaintenanceFirstDate__c', 'MaintenanceLastDate__c', 'Frequency', 'MaintenancePriceRequired__c',
                               'util_MaintenancePrice__c', 'util_MaintenanceDuration__c', 'util_MaintenanceNextDate__c']
 
 # Add 'Days' to the 'GenerationTimeframe' column
@@ -630,6 +631,9 @@ maintenance_worktype_id = df_worktype[df_worktype['Name'] == 'Planned Maintenanc
 # Add WorkTypeId to maintenance plan
 df_maintenanceplan['WorkTypeId'] = maintenance_worktype_id
 
+print(df_maintenanceplan)
+
+
 ##--------------------------------------------------------------------------##
 ## Skills
 ##--------------------------------------------------------------------------##
@@ -654,6 +658,7 @@ df_servicecontracttemplates.to_csv('../14_insert_servicecontracttemplates_dummie
 df_servicecontract.to_csv('../16_insert_servicecontract/ServiceContract_beforetransform.csv', index=False)
 df_assetwarranty_save.to_csv('../9_upsert_assets/AssetWarranty.csv', index=False)
 df_maintenance.to_csv('../9_upsert_assets/FSL_Asset_Maintenance_Information__c.csv', index=False)
+df_maintenanceplan.to_csv('../19_create_maintenance_plan/MaintenancePlan_beforetransform.csv', index=False)
 ## end mapping
 
 print('Data has been successfully transformed and saved to CSV files.')